SIP investments, except tax saving SIPs, can be increased by step up percentage every year. Stepping up helps to achieve targets faster . It should, generally, be equal to the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

20.7L

Projected Maturity Amount

77.9L

Tax Savings
ELSS (Tax Savings)

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331.98
(
1.92%)
June 5th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

SIP investments, except tax saving SIPs, can be increased by step up percentage every year. Stepping up helps to achieve targets faster . It should, generally, be equal to the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

20.7L

Projected Maturity Amount

77.9L

Rank (of 245)

11

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Based on 1,3,5 Yr performance, stability of returns.It is the Category Rank and not the Sub-category Rank.

Annualized Returns(5 yrs)

4.94%

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Annualized return per year for the specified period, net of all fund charges. Also called XIRR.

Investment Horizon

>3 Yr

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Recommended minimum period that investor should stay invested for getting good returns.However, you can withdraw anytime

Doubled Money

14yrs 4m

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Time taken by the fund to Double your money.

Returns since August 19th, 1999

18.34%

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Annualized return per year since the start of the fund, net of all fund charges

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit

₹

Invested for

3m

6m

1y

3y

5y

3 and 6 Months returns are absolute

SHOW TAX ADJUSTED RETURNS

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Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x

4x

5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies.

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.